ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

Falcon Wealth Planning's Holding History (CIK: 0001839850)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,431 Value ($000) $1,506 Avg Close — Range —
Q3 2025
Shares 19,881 Value ($000) $1,525 Avg Close — Range —
Q2 2025
Shares 22,909 Value ($000) $1,665 Avg Close — Range —
Q1 2025
Shares 23,107 Value ($000) $1,468 Avg Close — Range —
Q4 2024
Shares 30,013 Value ($000) $1,823 Avg Close — Range —
Q3 2024
Shares 36,044 Value ($000) $2,440 Avg Close — Range —
Q2 2024
Shares 122,641 Value ($000) $7,560 Avg Close — Range —
Q1 2024
Shares 158,768 Value ($000) $10,055 Avg Close — Range —
Q4 2023
Shares 216,512 Value ($000) $13,402 Avg Close — Range —
Q3 2023
Shares 289,864 Value ($000) $16,369 Avg Close — Range —
Q2 2023
Shares 260,224 Value ($000) $15,348 Avg Close — Range —
Q1 2023
Shares 243,160 Value ($000) $14,470 Avg Close — Range —
Q4 2022
Shares 226,836 Value ($000) $12,812 Avg Close — Range —
Q3 2022
Shares 209,886 Value ($000) $10,238 Avg Close — Range —
Q2 2022
Shares 167,015 Value ($000) $9,117 Avg Close — Range —
Q1 2022
Shares 154,152 Value ($000) $10,226 Avg Close — Range —
Q4 2021
Shares 132,152 Value ($000) $9,659 Avg Close — Range —
Q3 2021
Shares 120,237 Value ($000) $8,947 Avg Close — Range —
Q2 2021
Shares 106,222 Value ($000) $7,877 Avg Close — Range —
Q1 2021
Shares 98,264 Value ($000) $7,059 Avg Close — Range —
Q4 2020
Shares 91,982 Value ($000) $6,287 Avg Close — Range —